Associate Portfolio Manager — Wealth & Family Office
Pennington Partners & Co.
Pennington Partners & Co. in Houston seeks an Associate Portfolio Manager to deliver tailored wealth management solutions for high-net-worth families. This role involves collaboration with Portfolio Managers to develop and implement customized wealth plans, assisting clients in enhancing their financial strategies. The ideal candidate should possess 3-5 years of relevant finance experience and a commitment to continuous learning through certifications like CFA or CPWA. The firm offers competitive salary and comprehensive benefits. #J-18808-Ljbffr Pennington Partners & Co.
- Pennington Partners & Co., a multis-family office based in Houston, invites applications for an Associate Portfolio Manager. You will work alongside Portfolio Managers to serve... ...risk tolerance, and help design tailored wealth plans that integrate investment management,...Work at office
- # Associate Portfolio ManagerPennington Partners & Co.AssociateFamily OfficeFull-timeLocationHouston... ...when new job openings matching "Family Office / Associate jobs in Houston,... ...families through integrated wealth and investment solutions, managing more than $4 billion across...Work at office
$149.8k - $171k
Associate, Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables The Underwriting and Portfolio Management organization is responsible for... ...clients, peers and fellow associates. Advanced Microsoft Office or Google Suite skills ***At this time, Capital One...Work at officeFull timePart timeLocal area$82.1k - $172.5k
Portfolio Manager II - Oil & Gas Location: Houston, Texas 77002. This role... ...Working Conditions Normal office environment with little exposure... ...of employees and their families, encompassing physical, financial... ...Fifth Third Bank, National Association is proud to have an engaged...Work at office$67k - $120k
...directly to the Senior Trader and as a Junior Portfolio Manager, you’ll oversee optimizing the... ...Sales Traders, operations and compliance office Identify optimization opportunities and... ..., and Vision for employees and their families with minimal co-pays Retirement plan options...Work at officeWork experience placementFlexible hours$96.7k - $148.1k
...talented and driven Key Accounts Associate Manager to join our sales team. This... ...'s industry leading beer portfolio within assigned regional &... ...implementation with regional account offices and independent franchisee... ...or gender expression), familial status, military or veteran...Work at officeMinimum wageFull timeLocal areaRemote workShift work- Leah Yosef International in Houston is actively seeking a Wealth Advisor to manage relationships with high net worth and ultra high net... ...This role emphasizes a team approach within a true Multi-Family Office service model, focusing on holistic financial planning. The...Work at office
- ...key U.S. growth markets. Our portfolio includes manufacturing, laboratory... ...construction, leasing, asset management, and long‑term ownership,... ...Who You Are The Industrial Associate Property Manager operates under... .... Proficiency in Microsoft Office (Outlook, Word, Excel). Strong...Work at officeFor contractorsLocal area
- Senior Associate, Process Manager- Pulse The Market Readiness team is responsible... ...operational impact assessments, portfolio visibility, and cross‑... ...prioritization of the Product Area / Family backlog in adherence to the... ...of experience in Microsoft Office or G Suite At least 2...Work at officeLocal area
- ...Agency in relation to this vacancy. This Family Office Controller, Tax & Finance role offers... ...strategy, financial reporting, entity management, and investments for a multi-billion-dollar... ...accounting/tax for family offices or wealth management, CPA preferred, and strong...Work at office
$80.8k - $92.2k
...operational impact assessments, portfolio visibility, and cross-... ...ensuring strong risk management, operational... ...of the Product Area / Family backlog in adherence to... ...experience in Microsoft Office or G Suite At least 2... ...to the pay range associated with that location, and...Work at officeFull timePart timeLocal area$80k - $125k
The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans... .../Dental/Vision insurance premiums for individuals and families Employer HSA contributions Employer paid Life and Long-Term...Work experience placementRelocation- ...Adara is a family-owned company that has been in business for over... ...in multifamily property management. Our attention to detail and... ...the country. Currently, our portfolio under management is located geographically... ...the employee to be in the office Monday through Friday from 8:...Work at officeFull timeMonday to Friday
- ...Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market... ...(CCA), market leadership, credit officer, etc. Adhering to the guidance of... ...manager, credit officers and other senior associates. Safeguards all client information in...Work at officeLocal area
- ...Indus Management Group is a property management company in Houston specializing in renovating... ...management experience with multi-family License/Certification(s): Valid... ...Demonstrates proficiency in Microsoft Office Suite and use of property management software...Work at officeLocal area
- ...serve as our ROBS Fund Manager. This position is... ...Director of Development, Associate Head of School for Advancement... ...with the Development Office, Advancement Council,... ..., and steward a portfolio of approximately 60 assigned... ...giving, new family giving, donor retention...Work at office
$117.3k - $179.86k
Asset Management Advisor (Renewables Flex Power) HOUSTON, United States... ...the largest renewable energy portfolios in North America. ENGIE's... ...is eligible for our hybrid in-office work policy and is not eligible... ...all stages of life from family forming to caregiver benefits...Work at officeMinimum wagePermanent employmentFull timeContract workTemporary workLocal areaWork visaFlexible hoursNight shift- ...Summary: The Tooling & Asset Manager is responsible for the management... ...management, and Microsoft Office. Strong organizational and... ...Preferred Qualifications: Associate's or Bachelor's degree in Supply... ...child, employee plus spouse, family) 401(k) contributions matched...Work at officeWorldwide
- ...accomplishments. Over 300,000 families have put their dreams in our... ...well. As a Land Acquisition Manager, your contribution to... ...required. Proficiency in Microsoft Office applications and excellent communication... ...and programs that help our associates flourish. You can look...Work at office
- ...control solutions. Position Overview Associate Product Manager – Ball Valves supports the management... ...Responsibilities Product Development & Portfolio Management Screen and initiate new... ...preferred. Proficient with Microsoft Office applications (Excel, PowerPoint, Word...Work at officeFor subcontractorLocal areaWorldwide
- ...Future . Job Summary Responsible for managing active corporate real estate portfolio, including strategy, site... ...Capable of working in an open concept office environment Physical Requirements... ..., genetic information, marital or familial status, military or veteran status...Work at officeLocal area
- ...ACCOUNT FOR ANY REASON. EUREKA MULTI-FAMILY GROUP does not discriminate in employment... ...currently seeking an Assistant Property Manager. The Assistant Property Manager supports... ...management skills. Proficiency in Microsoft Office. EDUCATION, EXPERIENCE &...Work at officeImmediate start
- ...The Assistant Property Manager reports to and is responsible... ...residents; leasing apartments; office management, and support. DUTIES... ...regulations concerning multi-family housing and Fair Housing.... ...applications and all paperwork associated with generating a lease....Work at officeLocal area
- BDO USA, LLP is seeking a Tax Manager for their Private Client Services in Houston, Texas. The ideal candidate will manage tax and consulting... ...five years of relevant experience. Proficiency in Microsoft Office and tax compliance software is essential. A CPA license is...Work at office
- ...We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and... ...spreadsheet software skills. Working Conditions & Physical Requirements Office - Occasional Travel. Mandatory Equal Employment Opportunity Mandate...Work at office
- ...preferred Join our team! Assistant Property Managers are eligible for monthly commissions and bonus in addition to their base pay. Our office team can earn a place in our Millionaire... ...diploma or equivalent is required Multi‑Family property management experience required...Work at office16 hoursFull time
- Multi-Family Office in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele. No portable book of... ...in the office, developing and mentoring associate advisors. Competitive compensation package...Work at office
- ...time off Vision insurance Position Summary: The Renewable Portfolio Risk Manager designs and operates the risk framework for utility‑scale and... ...and different geographies is a plus. Domain Microsoft Office package, especially Microsoft Excel, Word and Power Point....Work at office
- ...Dallas, TX – focused on helping investment managers turn complexity into clarity. We build... ...experience. Proficiency in Microsoft office products with intermediate to advanced knowledge... ...tailored to support individuals and families Learning & Career Growth Annual...Work at officeWork experience placementVisa sponsorshipFlexible hours
$180k - $210k
...that help people build families and live better lives.... ...Position Overview The Associate Director of Trade... ...therapeutic area (TA) portfolio, driving cross‑functional... ...functions Create and manage exception reporting frameworks... ...is four days in the office, with the option to...Work at officeFull timeContract workTemporary workLocal areaRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Portfolio Manager — Wealth & Family Office. Be the first to apply!
- retail associate manager Houston, TX
- associate business manager Houston, TX
- associate manager brand marketing Houston, TX
- associate medical director Houston, TX
- remote associate product manager Houston, TX
- associate director clinical research Houston, TX
- associate director clinical data management Houston, TX
- associate director contracts Houston, TX
- associate manager digital marketing Houston, TX
- associate product manager web Houston, TX

